Bay Harbor Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Bay Harbor Wealth Management’s Portfolio IDRV Stock Details IDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93K	Hold	50	–	–	﹤0.01%	576
2025 Q4	$1.9K	Hold	50	–	–	﹤0.01%	494
2025 Q3	$1.83K	Hold	50	–	–	﹤0.01%	379
2025 Q2	$1.53K	Hold	50	–	–	﹤0.01%	368
2025 Q1	$1.46K	Hold	50	–	–	﹤0.01%	235
2024 Q4	$1.46K	Hold	50	–	–	﹤0.01%	160
2024 Q3	$1.59K	Hold	50	–	–	﹤0.01%	150
2024 Q2	$1.43K	Hold	50	–	–	﹤0.01%	158
2024 Q1	$1.57K	Hold	50	–	–	﹤0.01%	160
2023 Q4	$1.79K	Hold	50	–	–	﹤0.01%	154
2023 Q3	$1.86K	Hold	50	–	–	﹤0.01%	143
2023 Q2	$2.04K	Hold	50	–	–	﹤0.01%	147
2023 Q1	$1.92K	Hold	50	–	–	﹤0.01%	142
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	165
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	169
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	164
2022 Q1	$2K	Buy	+50	New	+$2.43K	﹤0.01%	171
2021 Q1	–	Sell	-6	Closed	–	–	315
2020 Q4	$0	Hold	6	–	–	﹤0.01%	440
2020 Q3	$0	Buy	6 +1	+20%	+$32	﹤0.01%	394
2020 Q2	$0	Buy	5 +3	+150%	+$75	﹤0.01%	377
2020 Q1	$0	Buy	+2	New	+$51	﹤0.01%	363

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bay Harbor Wealth Management's IDRV Position: Q1 2026 in Review

Bay Harbor Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q1 2026 at 50 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Bay Harbor Wealth Management first reported a position in IDRV in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.04K in Q2 2023. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

Bay Harbor Wealth Management held 50 shares of iShares Self-Driving EV and Tech ETF worth $1.93K as of Q1 2026.
Bay Harbor Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q1 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #576 holding.
Bay Harbor Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2020 and has held it in 21 quarters since.
Bay Harbor Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $2.04K in Q2 2023.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.